AdaptHealth
AHCO
210 hedge funds and large institutions have $1.31B invested in AdaptHealth in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 83 reducing their positions, and 23 closing their positions.
3,068% more call options, than puts
Call options by funds: $29.3M | Put options by funds: $925K
87% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 23
58% more capital invested
Capital invested by funds: $830M → $1.31B (+$480M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
9% more funds holding
Funds holding: 192 → 210 (+18)
2.15% more ownership
Funds ownership: 83.46% → 85.61% (+2.2%)
28% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.95M |
| 2 |
RA
Royce & Associates
New York
|
+$4.97M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$4.61M |
| 4 |
D.E. Shaw & Co
New York
|
+$4.28M |
| 5 |
Millennium Management
New York
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.7M |
| 2 |
Morgan Stanley
New York
|
-$8.95M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.73M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$3.98M |
| 5 |
BlackRock
New York
|
-$3.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
226
Aquatic Capital Management
Chicago,
Illinois
| – | -$42K | -5,700 | Closed |
|
227
Simplex Trading
Chicago,
Illinois
| – | -$45.4K | -5,345 | Closed |
|
|
CAL
228
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$849 | -100 | -75% |
|
|
BIA
229
Bell Investment Advisors
Oakland,
California
| – | -$496 | -68 | Closed |
|
|
HNB
230
Huntington National Bank
Columbus,
Ohio
| – | -$241 | -33 | Closed |
|
|
PA
231
Parallel Advisors
San Francisco,
California
| – | -$204 | -28 | Closed |
|
|
PA
232
Pineridge Advisors
St. Charles,
Missouri
| – | -$102 | -14 | Closed |
|
|
MHR
233
Matthew Hamilton Rosenberg
| – | -$15 | -2 | Closed |
|
AHCO Hedge Fund Activity: Q1 2024 in Review
210 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AdaptHealth (AHCO) for Q1 2024, worth a combined $1.31B — up 58% from $830M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AHCO positions and 23 closed out — a net gain of 20 holders — while 60 added to existing stakes and 83 trimmed.
The largest buyer was Vanguard Group, adding an estimated $6.95M. The largest seller was Fidelity Investments, cutting an estimated $23.7M.
- 210 institutional investors held AdaptHealth (AHCO) as of Q1 2024, up from 192 in Q4 2023.
- Funds reported $1.31B of AdaptHealth stock for Q1 2024, up 58% quarter-over-quarter.
- 43 funds opened new AdaptHealth positions in Q1 2024 and 23 closed out, a net change of +20 holders.
- The largest AdaptHealth buyer in Q1 2024 was Vanguard Group, an estimated $6.95M added.
- The largest AdaptHealth seller in Q1 2024 was Fidelity Investments, an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2024.